Clio
Sync matter data from Lawmatics to Clio upon lead conversion
Automatically sync matters from Lawmatics to Clio eliminating any need for multiple data entry. Streamline your lead intake in Lawmatics and seamlessly transfer matter details to Clio for efficient case management upon lead conversion.Here’s what you get with this Lawmatics integration:
- Automatic matter creation in Clio upon lead conversion in Lawmatics
- Custom field mapping options for data transfer
- Synchronize contacts and related notes to their corresponding matter in Clio
- Manually sync matters or set it as an automation action
- Update Clio matters with any new Lawmatics additions by initiating a resync
Matters
Files
Notes
Relationships
Automations
Details
Requirements
Resources
Integration Features
Integration Features
Matter sync
Lawmatics seamlessly integrates with Clio, transferring matters once they convert. This can be done manually or automatically. The matter status then updates in Lawmatics and opens as a new matter in Clio.
Custom field mapping
Map any or all of your Lawmatics fields to your Clio fields. These fields can be mapped at the contact and matter levels. When a matter is synced, these fields will all transfer over to the new Clio matter.
Automation potential
Map any or all of your Lawmatics fields to your Clio fields. These fields can be mapped at the contact and matter levels. When a matter is synced, these fields will all transfer over to the new Clio matter.
Resync
This integration offers more than a one-time sync. If updates are needed in Lawmatics, simply click the 'Resync' button. This action seamlessly transfers any changes to the corresponding Clio matter.
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